Master Data Management

Master Data Management

The following provides some high level use cases that clearMDM can help with your Master Data Management.

Match Duplicate Records

  • Match duplicate records that have the exact same field values, for Company Name and Address.
  • Cross field matching rules (e.g. check Phone Number matches across multiple fields).
  • Match duplicate records and analyse through the potential match feature.
  • Identify Resolution via advanced fuzzy & deterministic logic.
  • Match data in real-time, via scheduled job, API or Flow + UI duplicate protection.

Merge Duplicates

  • Merge Duplicate Contacts that are associated with the same Accounts.
  • Merge Duplicate Records and Group fields by defining survivorship based on recency, quality, trust or frequency.
  • Merge duplicates intelligently with flexible priority factors (recency, quality, frequency & trust).
  • Group fields & define survivorship based on recency, quality, trust or frequency.
  • Cross-field merge (e.g. the most recent, valid address moves to the Billing Address).
  • Manage consent across conflicting sources (Consent Management Data Model).

Cleanse Data

  • Verify and enrich data in real-time via 3rd party Global Data providers (usage costs apply).
  • Standardise and reformat data to improve matching accuracy.

Benefits

  • Rollback or restore field values to any point-in-time on the Merge Timeline.
  • Automated compliance with data protection and privacy regulations.
  • Straightforward to setup and maintain by Salesforce Admins.
  • Minimal Data Storage Overhead; duplicates can be retained or removed. Flexible data models.
  • Calculate Data Quality metrics to enable quality-driven MDM or for profiling analytics.
  • Schedule Jobs to run at a time that is convenient.

To find out more about clearMDM and how it can help with your Master Data Management please do not hesitate to contact us at hello@clearmdm.com.

Article last reviewed: 2024-12-12